BFC

Bedel Financial Consulting Portfolio holdings

AUM $929M
1-Year Est. Return 29.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.46M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.01M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$772K

Top Sells

1
+$1.53M
2
+$469K
3
+$339K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
AMZN icon
Amazon
AMZN
+$130K

Sector Composition

1 Healthcare 27.8%
2 Financials 10.32%
3 Technology 8.31%
4 Industrials 6.3%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45K 0.03%
+285
277
$45K 0.03%
+517
278
$45K 0.03%
+1,510
279
$45K 0.03%
+345
280
$44K 0.03%
+325
281
$44K 0.03%
+1,745
282
$43K 0.03%
+1,236
283
$43K 0.03%
+1,024
284
$43K 0.03%
+705
285
$43K 0.03%
+1,250
286
$42K 0.03%
+1,000
287
$41K 0.03%
+955
288
$41K 0.03%
+1,479
289
$41K 0.03%
+416
290
$41K 0.03%
+1,332
291
$40K 0.03%
+1,606
292
$39K 0.03%
+1,509
293
$39K 0.03%
+5,826
294
$39K 0.03%
+495
295
$39K 0.03%
+460
296
$39K 0.03%
+284
297
$39K 0.03%
+187
298
$38K 0.03%
+177
299
$37K 0.03%
+665
300
$37K 0.03%
+1,332
10 11
12
13 14